Account/Contact Merge - Technical Information Attachment

Answered

Chelsea Dolman

October 04, 2024 13:53

Hi Product Team,

I have recently updated the following article in the KB, but I would like to confirm that the Word document attached to the article is still up-to-date. Can someone please check it?

https://supportcenter.ungerboeck.com/hc/en-us/articles/215595448-The-Account-Merge-Process

Mike J has already confirmed that the updates we have made to the article itself (not yet published) are accurate.

Many thanks,

Chelsea

• 

  Chelsea Dolman

  October 04, 2024 13:54

  FYI - the attachment mention above is called Merge Process Table.docx.
• 

  Linda Moyer

  October 07, 2024 13:27

  Seth Halvaksz Can you ask someone to take a look at this please?
• 

  Seth Halvaksz

  October 07, 2024 13:28

  Tagging @... since he has been reviewing feature set for merging accounts
• 

  Eric Lowe

  October 07, 2024 13:40

  Thanks!  I added this to the jira epic:  [PMDSCVR-132] Duplicate Checking - Merge Accounts Enhancements - Momentus Service Connect (atlassian.net)
• 

  Seth Halvaksz

  October 07, 2024 13:44 Edited

  Eric, can you review the above support article to confirm its currently correct (without the planned enhancements)
• 

  Eric Lowe

  October 07, 2024 14:11

  I just reviewed the article, and it looks accurate.  

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